Ratings by Morgan Stanley (Betsy Graseck)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 7/23/2026 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/17/2026 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2026 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/29/2026 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 6/29/2026 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/29/2026 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2026 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/20/2026 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2026 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/16/2026 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/15/2026 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/31/2026 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 3/31/2026 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/31/2026 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2026 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/20/2026 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2026 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/16/2026 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/15/2026 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 1/15/2026 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2026 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/19/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2025 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/17/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/6/2025 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/23/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/20/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2025 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2025 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/17/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2025 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 10/15/2025 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/15/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/29/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 9/29/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/29/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2025 | Wells Fargo | WFC | Downgrade | Equalweight (Overweight) |
84.32 (85.94) |
1.92% | Details | |
| 9/29/2025 | U.S. Bancorp | USB | Downgrade | Equalweight (Overweight) |
49.03 (62.82) |
28.13% | Details | |
| 9/15/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/17/2025 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 7/16/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/1/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 6/23/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2025 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/23/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2025 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2025 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 6/3/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/23/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/14/2025 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/14/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Northern Trust | NTRS | Downgrade | Underweight (Equalweight) |
90.58 (185.40) |
104.68% | Details | |
| 4/7/2025 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | State Street | STT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/7/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Bank of America | BAC | Upgrade | Overweight (Equalweight) |
37.22 (63.17) |
69.72% | Details | |
| 4/7/2025 | Goldman Sachs | GS | Downgrade | Equalweight (Overweight) |
511.23 (1021.65) |
99.84% | Details | |
| 4/7/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/7/2025 | U.S. Bancorp | USB | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/7/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2025 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/13/2025 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2025 | Bank of America | BAC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/6/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2025 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | U.S. Bancorp | USB | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/20/2025 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2025 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/20/2025 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 2/20/2025 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2025 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2025 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/7/2025 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/3/2025 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/3/2025 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/3/2025 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/3/2025 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/9/2024 | JPMorgan | JPM | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/9/2024 | Regions Financial | RF | Downgrade | Equalweight (Overweight) |
26.29 (30.59) |
16.36% | Details | |
| 12/9/2024 | Bank of America | BAC | Downgrade | Equalweight (Overweight) |
46.74 (63.17) |
35.15% | Details | |
| 12/9/2024 | Northern Trust | NTRS | Upgrade | Equalweight (Underweight) |
109.94 (185.40) |
68.64% | Details | |
| 12/9/2024 | U.S. Bancorp | USB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Bank of New York Mellon | BK | Upgrade | Overweight (Equalweight) |
81.49 (137.16) |
68.32% | Details | |
| 12/9/2024 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 12/9/2024 | State Street | STT | Upgrade | Overweight (Equalweight) |
98.60 (185.81) |
88.45% | Details | |
| 12/3/2024 | Commerce Bancshares | CBSH | Maintain | Underweight (N/A) |
|
Details | ||
| 11/26/2024 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2024 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2024 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2024 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 10/16/2024 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2024 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 9/30/2024 | U.S. Bancorp | USB | Upgrade | Overweight (Equalweight) |
45.30 (62.82) |
38.68% | Details | |
| 9/30/2024 | JPMorgan | JPM | Downgrade | Equalweight (Overweight) |
209.78 (357.26) |
70.3% | Details | |
| 9/30/2024 | Commerce Bancshares | CBSH | Downgrade | Underweight (Equalweight) |
60.05 (58.87) |
-1.97% | Details | |
| 9/12/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2024 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2024 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2024 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/23/2024 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2024 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2024 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/16/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2024 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/27/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2024 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2024 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2024 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/17/2024 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2024 | Goldman Sachs | GS | Maintain | Overweight (N/A) |
|
Details | ||
| 4/12/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/2/2024 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/2/2024 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 4/2/2024 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/1/2024 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 2/9/2024 | Bread Financial Holdings | BFH | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2024 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2024 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2024 | Northern Trust | NTRS | Downgrade | Underweight (Equalweight) |
81.60 (185.40) |
127.21% | Details | |
| 1/30/2024 | Bank of New York Mellon | BK | Upgrade | Equalweight (Underweight) |
55.33 (137.16) |
147.89% | Details | |
| 1/30/2024 | Bank of America | BAC | Upgrade | Overweight (Equalweight) |
33.43 (63.17) |
88.96% | Details | |
| 1/30/2024 | Goldman Sachs | GS | Upgrade | Overweight (Equalweight) |
377.79 (1021.65) |
170.43% | Details | |
| 1/30/2024 | Citi | C | Upgrade | Overweight (Underweight) |
53.67 (132.89) |
147.61% | Details | |
| 1/25/2024 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 1/24/2024 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 1/9/2024 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2024 | Capital One Financial | COF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/9/2024 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2024 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2023 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 12/13/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/13/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2023 | Capital One Financial | COF | Upgrade | Equalweight (Underweight) |
120.29 (220.73) |
83.5% | Details | |
| 12/13/2023 | Bread Financial Holdings | BFH | Downgrade | Underweight (Equalweight) |
31.70 (108.51) |
242.3% | Details | |
| 12/13/2023 | Ally Financial | ALLY | Upgrade | Equalweight (Underweight) |
30.00 (43.11) |
43.7% | Details | |
| 12/4/2023 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2023 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 11/16/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2023 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 11/2/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 10/27/2023 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/25/2023 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 10/20/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2023 | Ally Financial | ALLY | Maintain | Underweight (N/A) |
|
Details | ||
| 10/16/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 10/3/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2023 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2023 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 9/15/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 9/12/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2023 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2023 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2023 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/21/2023 | Ally Financial | ALLY | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/19/2023 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/13/2023 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/13/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/13/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 7/13/2023 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/4/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/4/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/26/2023 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/26/2023 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 6/1/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 6/1/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 5/26/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/26/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/21/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2023 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 4/19/2023 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/17/2023 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/17/2023 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 4/11/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/5/2023 | Synchrony Financial | SYF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/5/2023 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/5/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 4/5/2023 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/5/2023 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/5/2023 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/5/2023 | PNC Financial | PNC | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/5/2023 | Bank of New York Mellon | BK | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/5/2023 | SEI Investments | SEIC | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/5/2023 | Truist Financial | TFC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | U.S. Bancorp | USB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | Bank of America | BAC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | Northern Trust | NTRS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | State Street | STT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | Goldman Sachs | GS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/5/2023 | Wells Fargo | WFC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/5/2023 | Regions Financial | RF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/5/2023 | JPMorgan | JPM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/3/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/3/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/3/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/3/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 3/10/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/24/2023 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2023 | Ally Financial | ALLY | Maintain | Underweight (N/A) |
|
Details | ||
| 2/8/2023 | Capital One Financial | COF | Maintain | Underweight (N/A) |
|
Details | ||
| 2/8/2023 | Discover Financial | DFS | Downgrade | Equalweight (Overweight) |
117.15 (200.05) |
70.76% | Details | |
| 2/8/2023 | SoFi Technologies | SOFI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2023 | American Express | AXP | Upgrade | Overweight (Equalweight) |
176.48 (339.90) |
92.6% | Details | |
| 2/1/2023 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 2/1/2023 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/1/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/1/2023 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 1/30/2023 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/20/2023 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/19/2023 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/18/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2023 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/6/2023 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2022 | Bank of New York Mellon | BK | Downgrade | Equalweight (Overweight) |
45.22 (137.16) |
203.32% | Details | |
| 12/6/2022 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2022 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2022 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2022 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2022 | State Street | STT | Downgrade | Equalweight (Overweight) |
77.72 (185.81) |
139.08% | Details | |
| 12/6/2022 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2022 | JPMorgan | JPM | Upgrade | Overweight (Underweight) |
135.16 (357.26) |
164.32% | Details | |
| 12/6/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2022 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2022 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2022 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2022 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/1/2022 | Ally Financial | ALLY | Downgrade | Underweight (Equalweight) |
26.51 (43.11) |
62.62% | Details | |
| 12/1/2022 | Synchrony Financial | SYF | Downgrade | Underweight (Equalweight) |
37.28 (79.62) |
113.57% | Details | |
| 12/1/2022 | Capital One Financial | COF | Downgrade | Underweight (Equalweight) |
102.08 (220.73) |
116.23% | Details | |
| 11/30/2022 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Huntington Bancshares | HBAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2022 | Discover Financial | DFS | Upgrade | Overweight (Equalweight) |
95.86 (200.05) |
108.69% | Details | |
| 10/24/2022 | Fifth Third Bancorp | FITB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | Huntington Bancshares | HBAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2022 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2022 | M&T Bank | MTB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2022 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/20/2022 | Ally Financial | ALLY | Downgrade | Equalweight (Overweight) |
28.71 (43.11) |
50.16% | Details | |
| 10/19/2022 | Silvergate Capital Corp. | SI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2022 | Signature Bank | SBNY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/17/2022 | First Republic Bank | FRC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2022 | M&T Bank | MTB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | KeyCorp | KEY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2022 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | First Republic Bank | FRC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Fifth Third Bancorp | FITB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Citizens Financial Group | CFG | Maintain | Overweight (N/A) |
|
Details | ||
| 10/5/2022 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 10/5/2022 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/5/2022 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2022 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/4/2022 | SEI Investments | SEIC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/4/2022 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/4/2022 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2022 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/20/2022 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/20/2022 | Citizens Financial Group | CFG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2022 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/18/2022 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/18/2022 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2022 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2022 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 7/12/2022 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | First Republic Bank | FRC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Huntington Bancshares | HBAN | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Bread Financial Holdings | BFH | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | KeyCorp | KEY | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | Fifth Third Bancorp | FITB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/12/2022 | M&T Bank | MTB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | SVB Financial | SIVB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Citizens Financial Group | CFG | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/12/2022 | SEI Investments | SEIC | Downgrade | Equalweight (Overweight) |
54.64 (107.36) |
96.49% | Details | |
| 7/12/2022 | American Express | AXP | Downgrade | Equalweight (Overweight) |
141.76 (339.90) |
139.77% | Details | |
| 7/12/2022 | Capital One Financial | COF | Downgrade | Equalweight (Overweight) |
108.61 (220.73) |
103.23% | Details | |
| 7/6/2022 | SEI Investments | SEIC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2022 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/6/2022 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/6/2022 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/24/2022 | Bank of America | BAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/24/2022 | Citi | C | Maintain | Underweight (N/A) |
|
Details | ||
| 6/24/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 5/24/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 5/19/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 4/29/2022 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/19/2022 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/18/2022 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 4/1/2022 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/28/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | Synchrony Financial | SYF | Downgrade | Equalweight (Overweight) |
36.40 (79.62) |
118.74% | Details | |
| 3/28/2022 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | PNC Financial | PNC | Maintain | Underweight (N/A) |
|
Details | ||
| 3/28/2022 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 3/28/2022 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | Fifth Third Bancorp | FITB | Downgrade | Equalweight (Overweight) |
45.85 (53.42) |
16.51% | Details | |
| 3/28/2022 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/28/2022 | Citizens Financial Group | CFG | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Citi | C | Downgrade | Underweight (Equalweight) |
56.42 (132.89) |
135.54% | Details | |
| 3/28/2022 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Bank of America | BAC | Upgrade | Equalweight (Underweight) |
43.07 (63.17) |
46.67% | Details | |
| 3/28/2022 | Bank of New York Mellon | BK | Upgrade | Equalweight (Underweight) |
52.04 (137.16) |
163.57% | Details | |
| 3/28/2022 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/28/2022 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 3/16/2022 | SoFi Technologies | SOFI | Downgrade | Equalweight (Overweight) |
7.93 (18.42) |
132.28% | Details | |
| 2/22/2022 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/31/2022 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 1/14/2022 | SoFi Technologies | SOFI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | Wells Fargo | WFC | Upgrade | Overweight (Equalweight) |
48.91 (85.94) |
75.71% | Details | |
| 12/6/2021 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2021 | Truist Financial | TFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | SoFi Technologies | SOFI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | PNC Financial | PNC | Downgrade | Underweight (Equalweight) |
201.85 (246.46) |
22.1% | Details | |
| 12/6/2021 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2021 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2021 | Goldman Sachs | GS | Upgrade | Equalweight (Underweight) |
387.54 (1021.65) |
163.62% | Details | |
| 12/6/2021 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/6/2021 | Citi | C | Downgrade | Equalweight (Overweight) |
63.81 (132.89) |
108.26% | Details | |
| 12/6/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | Bank of America | BAC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/6/2021 | Bank of New York Mellon | BK | Downgrade | Underweight (Equalweight) |
56.15 (137.16) |
144.27% | Details | |
| 12/6/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2021 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 10/18/2021 | Goldman Sachs | GS | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2021 | SoFi Technologies | SOFI | New Coverage | Overweight (N/A) |
16.40 (18.42) |
12.32% | Details | |
| 9/28/2021 | Wells Fargo | WFC | Downgrade | Equalweight (Overweight) |
47.92 (85.94) |
79.34% | Details | |
| 9/16/2021 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2021 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/8/2021 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2021 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | U.S. Bancorp | USB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Regions Financial | RF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | Bank of America | BAC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2021 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2021 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | Goldman Sachs | GS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/29/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Bank of New York Mellon | BK | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/29/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2021 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Discover Financial | DFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/23/2021 | Capital One Financial | COF | Maintain | Overweight (N/A) |
|
Details | ||
| 7/21/2021 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 7/5/2021 | Santander Consumer USA Holdings Inc. | SC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/2/2021 | Synchrony Financial | SYF | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2021 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2021 | Santander Consumer USA Holdings Inc. | SC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/28/2021 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2021 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/22/2021 | Discover Financial | DFS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/21/2021 | Northern Trust | NTRS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/19/2021 | State Street | STT | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/19/2021 | PNC Financial | PNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/19/2021 | Bank of New York Mellon | BK | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/19/2021 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/15/2021 | Wells Fargo | WFC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/13/2021 | Citi | C | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/24/2021 | Truist Financial | TFC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/10/2021 | Wells Fargo | WFC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Wells Fargo | WFC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | U.S. Bancorp | USB | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | Truist Financial | TFC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | State Street | STT | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Regions Financial | RF | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | PNC Financial | PNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | Northern Trust | NTRS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | JPMorgan | JPM | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/1/2021 | Goldman Sachs | GS | Maintain | Underweight (Underweight) |
|
Details | ||
| 3/1/2021 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Citi | C | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Bank of America | BAC | Maintain | Underweight (Underweight) |
|
Details | ||
| 2/22/2021 | State Street | STT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2021 | JPMorgan | JPM | Maintain | Underweight (N/A) |
|
Details | ||
| 2/1/2021 | Synchrony Financial | SYF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2021 | Capital One Financial | COF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2021 | American Express | AXP | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/25/2021 | Regions Financial | RF | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/25/2021 | Ally Financial | ALLY | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/22/2021 | Northern Trust | NTRS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/22/2021 | Truist Financial | TFC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/22/2021 | Discover Financial | DFS | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/21/2021 | Bank of New York Mellon | BK | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/20/2021 | Goldman Sachs | GS | Maintain | Underweight (N/A) |
|
Details | ||
| 1/20/2021 | Bank of America | BAC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/21/2020 | Goldman Sachs | GS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/30/2020 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/30/2020 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2020 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2020 | Discover Financial | DFS | Downgrade | Equalweight (Overweight) |
79.29 (200.05) |
152.3% | Details | |
| 11/30/2020 | Bank of America | BAC | Downgrade | Underweight (Overweight) |
29.03 (63.17) |
117.6% | Details | |
| 11/30/2020 | JPMorgan | JPM | Downgrade | Underweight (Overweight) |
122.03 (357.26) |
192.76% | Details | |
| 11/30/2020 | Goldman Sachs | GS | Downgrade | Underweight (Equalweight) |
236.54 (1021.65) |
331.91% | Details | |
| 11/30/2020 | Regions Financial | RF | Upgrade | Overweight (Equalweight) |
15.75 (30.59) |
94.22% | Details | |
| 11/30/2020 | State Street | STT | Upgrade | Overweight (Underweight) |
72.24 (185.81) |
157.21% | Details | |
| 11/30/2020 | Capital One Financial | COF | Upgrade | Overweight (Equalweight) |
89.90 (220.73) |
145.53% | Details | |
| 11/30/2020 | Bank of New York Mellon | BK | Upgrade | Equalweight (Underweight) |
40.37 (137.16) |
239.76% | Details | |
| 11/30/2020 | Wells Fargo | WFC | Upgrade | Overweight (Equalweight) |
28.59 (85.94) |
200.59% | Details | |
| 11/30/2020 | Synchrony Financial | SYF | Upgrade | Overweight (Equalweight) |
31.38 (79.62) |
153.73% | Details | |
| 11/30/2020 | U.S. Bancorp | USB | Upgrade | Equalweight (Underweight) |
44.68 (62.82) |
40.6% | Details | |
| 10/22/2020 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 10/21/2020 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | State Street | STT | Maintain | Underweight (N/A) |
|
Details | ||
| 10/19/2020 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 10/19/2020 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/16/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/16/2020 | Capital One Financial | COF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/15/2020 | Citi | C | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2020 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/27/2020 | JPMorgan | JPM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2020 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/16/2020 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/25/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/25/2020 | Northern Trust | NTRS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/25/2020 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/25/2020 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 6/15/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/9/2020 | Northern Trust | NTRS | Upgrade | Equalweight (Underweight) |
90.70 (185.40) |
104.41% | Details | |
| 6/8/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/5/2020 | Ally Financial | ALLY | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2020 | Ally Financial | ALLY | Upgrade | Overweight (Equalweight) |
18.60 (43.11) |
131.77% | Details | |
| 4/27/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/22/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/20/2020 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2020 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/9/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/9/2020 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2020 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2020 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2020 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2020 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 12/22/2019 | Bank of New York Mellon | BK | Maintain | Underweight (N/A) |
|
Details | ||
| 12/22/2019 | Northern Trust | NTRS | Maintain | Underweight (N/A) |
|
Details | ||
| 12/22/2019 | PNC Financial | PNC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2019 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2019 | Truist Financial | TFC | New Coverage | Equalweight (N/A) |
56.67 (51.55) |
-9.03% | Details | |
| 11/18/2019 | SunTrust Banks | STI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2019 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2019 | SunTrust Banks | STI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2019 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2019 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2019 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/30/2019 | Wells Fargo | WFC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/13/2019 | Bank of America | BAC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2019 | SunTrust Banks | STI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2019 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2019 | American Express | AXP | Maintain | Overweight (N/A) |
|
Details | ||
| 7/8/2019 | Wells Fargo | WFC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | Synchrony Financial | SYF | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | SunTrust Banks | STI | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | Regions Financial | RF | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | PNC Financial | PNC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | Northern Trust | NTRS | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/8/2019 | JPMorgan | JPM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2019 | Discover Financial | DFS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2019 | Citi | C | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/8/2019 | Capital One Financial | COF | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | BB&T Capital | BBT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 7/8/2019 | Bank of America | BAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/5/2019 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2019 | American Express | AXP | Upgrade | Overweight (Equalweight) |
117.02 (339.90) |
190.46% | Details | |
| 4/25/2019 | American Express | AXP | Upgrade | Overweight (Equalweight) |
114.02 (117.02) |
2.63% | Details | |
| 4/22/2019 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | SunTrust Banks | STI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/18/2019 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/16/2019 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2019 | BB&T Capital | BBT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/11/2019 | SunTrust Banks | STI | Downgrade | Equalweight (Overweight) |
63.37 (7.44) |
-88.26% | Details | |
| 3/6/2019 | Discover Financial | DFS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2019 | SunTrust Banks | STI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2019 | BB&T Capital | BBT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/22/2019 | SunTrust Banks | STI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/22/2019 | State Street | STT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/22/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/17/2019 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2019 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2019 | SunTrust Banks | STI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2019 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2019 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2019 | Goldman Sachs | GS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2019 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/8/2019 | BB&T Capital | BBT | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/8/2019 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2018 | Goldman Sachs | GS | Downgrade | Equalweight (Overweight) |
198.22 (1021.65) |
415.41% | Details | |
| 11/5/2018 | Synchrony Financial | SYF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2018 | Ally Financial | ALLY | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2018 | Regions Financial | RF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2018 | SunTrust Banks | STI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2018 | State Street | STT | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | Bank of New York Mellon | BK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/19/2018 | BB&T Capital | BBT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2018 | American Express | AXP | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/4/2018 | State Street | STT | Upgrade | Overweight (Equalweight) |
86.91 (56.47) |
-35.02% | Details |
